For advisers
Introductions matched to how you work
We introduce FCA-regulated advisers and wealth managers to clients who suit their expertise, specialism and product offering. You control the volume, and there's no long-term commitment.
How it works
Pre-qualified, booked, and ready to talk
People come to us from our own marketing with a question they want answered: a pension to review, an inheritance to plan for, a business to sell. Our team speaks to each of them, builds a picture of their circumstances and goals, and matches them with an adviser whose expertise fits.
We learn your business
A call with one of our adviser relationship managers to understand your proposition, your ideal client, the areas you specialise in, where you work and how much capacity you have.
We match and book
Each client is spoken to by our team before they're introduced. When there's a fit, we book a complimentary Microsoft Teams consultation into your diary and send the client your details so they can check you on the FCA register.
You take it from there
You meet the client, explain how you'd help and what you charge. If you go on to work together, the relationship is yours. We stay in touch with both sides to keep quality high.
Why advisers work with us
Built around your practice, not ours
Tailored introductions
We learn your product offering, advice style and ideal client, and introduce people who match. You're not bidding for enquiries against other firms.
Spoken to first
Every client has a conversation with our team before they reach you, so you meet people who understand what a consultation is, who have chosen a time, and who are expecting your call.
You set the volume
Start small and scale up. Tell us how many consultations a week you can take and in which areas, and we'll keep to it.
Quality over quantity
We'd rather introduce three people who are right for you than ten who aren't. We work with you in stages, on your timeline, and adjust as we learn what converts for your practice.
Confidential
We never publish the names of the firms or advisers we work with, and we don't share one firm's details with another.
Experienced team
Our people come from banking, wealth management and financial advice. We've sat where you sit, and we built the process around what an adviser actually needs.
Who we work with
Independent advisers to international firms
Our network spans the UK: sole-trader IFAs, regional firms, national advice businesses and international wealth managers with over £1bn under management. What they share is FCA authorisation, a minimum of Level 4 qualifications, and a way of working with clients that we're happy to put our name to.
If that sounds like you, we'd like to hear from you.
Apply to join the panel